Event Category: Lunch & Learn

2011 Year-End Tax Planning

Join us for lunch and a discussion of year-end tax planning. Guest speaker Jack W. Chu, CPA, Managing Partner of …

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Investing in the New Normal

Join us for lunch and learn about finding opportunities in the shifting dynamics of the global economy. Space is limited, …

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An Educational Seminar on Investing in the Distressed Single-Family Home Market

· What’s happening in the Bay Area residential real estate market? · What role are investors playing in the distressed …

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An Educational Seminar on Appropriate and Inappropriate Uses of Annuities

Income Annuities are the only financial instrument that can guarantee income for as long as you live – no matter …

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Understanding Employee Stock Options–A Primer

Hosted by: Jim Bell, CFP®, President & Founder Featuring Guest Expert: Jeffrey M. Glick, CPA Your employer has various stock …

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Why Education Planning Should Be Part of Your Financial Plan

Presenters: Jim Bell, CFP®, President and Founder Laurent Harrison, Investment Advisor, Financial Planner The Lunch & Learn will include information …

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Financial Planning for Boomers

Presenters: Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner Laurent Harrison, CFP®, Investment Advisor, Financial Planner complimentary presentation and lunch …

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401(k) Plan Consolidation

Presenters: Forrest Bell, CFP®, Senior Investment Advisor, Financial Planner Marivic Hammond, Senior Investment Advisor complimentary presentation and lunch 1111 Broadway, …

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The Women’s Roundtable: Milestones—Planning for Life Events

Presenters: Marivic Hammond, Senior Investment Advisor Rohan Nayak, CFP®, Financial Planner Bell Investment Advisors’ Oakland Office 1111 Broadway, 16th Floor, …

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